Luke Jackson has been an investment adviser representative at AMJ Financial Wealth Management since June 2023, and is not listed among the firm’s executive officers or direct owners. Luke Jackson holds a Degree in Finance with a Chartered Financial Analyst concentration from Virginia Tech.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Luke Jackson is Portfolio Analyst II of AMJ Financial Wealth Management. He joined the AMJ Financial Wealth Management team as a portfolio analyst in 2022 and assists with trading and research, as well as preparing reports and helping with client presentations. He is pursuing the CFA charter and has passed Levels 1-3.
- – present · 3 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
Luke Jackson is registered as an investment adviser representative in Virginia, since June 2023.
- VirginiaSince 13 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7612738
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does Luke Jackson work?
Luke Jackson is an investment adviser representative registered through Amj Financial Wealth Management LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Luke Jackson a financial advisor?
Yes. Luke Jackson has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since June 2023.
How many years of experience does Luke Jackson have?
Luke Jackson has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Luke Jackson passed?
Luke Jackson passed the Series 65 in May 2023.
Where is Luke Jackson based?
Luke Jackson’s registered office is in Leesburg, VA.
Is Luke Jackson registered with FINRA?
No. Luke Jackson has no current broker registration.
How can I verify Luke Jackson’s record?
Search CRD 7612738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Jackson’s full registration record.